Remote External Wholesaler - Retirement Plans Growth

Lincoln Financial Group; Baton Rouge, Northern (LA, KY); Hybrid; USD 190,000 - 480,000; Full time

Benefits offered by this job

Career tracks

Leadership training

Financial counseling

Tuition assistance

Flexible work arrangement

Productivity tools

Job summary

Lincoln Financial Group in Baton Rouge, LA area is seeking an External wholesaler for Retirement Plan Services to build and direct sales programs across Louisiana, Mississippi, Alabama and the Florida Panhandle. You will develop strategic relationships with senior contacts, drive sales growth, and coordinate with internal teams from sale through issuance.

The role requires 3–5 years of external financial services sales, FINRA licenses, and strong communication and analytical skills.

Qualifications

• 3-5 years’ external sales experience in the financial services industry that directly aligns with the specific responsibilities
• FINRA Series SIE, 6, 63, L&H
• Bachelor's degree or equivalent work experience
• Must reside in sales territory
• Analytical skills and close attention to detail is necessary to determine proper processing of investment documents
• Effective verbal and written communication skills
• Skill in writing grammatically correct routine business correspondence such as brief transmittal memoranda
• Ability to adapt quickly in a changing work environment

Responsibilities

• Builds and directs a more complex relationship platform by identifying senior contacts within targeted firms to achieve profitable sales and Lincoln's product breadth growth
• Collaborates with internal stakeholders to ensure the proper processing of all sold products from time of sale to issuance
• Conducts firm/institution meetings and in-person meetings to achieve sales targets
• Develops a comprehensive understanding of existing/targeted firms/institutions including targeted market segments, how they operate, and/or value proposition(s)
• Develops and maintains a more complex sales program to increase sales revenue and market share within assigned area of responsibility
• Increases penetration in territory by optimizing and growing relationships within existing more complex firms/institutions
• Maintains sales call data in appropriate systems and/or complete sales reports
• Meets or exceeds all department and/or sales goals/targets for their assigned territory
• Utilizes expense budgets to set limits and maximize sales opportunities within their assigned territory
• Works effectively to support growth in all segments of Lincoln's products/service offerings to maximize and capitalize on the opportunities to cross sell and penetrate assigned firms/institutions
• Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures

Skills

External sales

FINRA SIE/6/63/L&H

Bachelor's degree

Sales territory residency

Analytical skills

Verbal & written communication

Adaptability

Education

Bachelor's degree

Job description

Lincoln Financial Group in Baton Rouge, LA area is seeking an External wholesaler for Retirement Plan Services to build and direct sales programs across Louisiana, Mississippi, Alabama and the Florida Panhandle. You will develop strategic relationships with senior contacts, drive sales growth, and coordinate with internal teams from sale through issuance.

The role requires 3–5 years of external financial services sales, FINRA licenses, and strong communication and analytical skills.